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Career Opportunities Archives

January 5, 2007

Business Affairs Analyst

Q Investments, a $2 billion private investment firm, based in Fort Worth, TX is looking for a sharp, motivated individual to expand its Business Affairs division.  This division is unique because it is comprised of individuals with various skill sets and experiences, including MBAs and JDs.  Business Affairs combines these various skill sets and experiences to maximize the returns of the company while minimizing the company’s overall risk. 

 

This is a high profile division with direct access to and interaction with individuals from all divisions of the company, including the company’s partners, CFO, investment managers and general counsel.  The division, like all other areas of the company, operates in an open, interactive environment. 

 

Responsibilities of the BA analyst will include:

·          Assisting in preparing and negotiating various agreements

·          Assisting in the development, negotiation and implementation of:

o    cutting-edge private equity and fund related transactions

o    equity/debt financing, repos and derivative transactions (e.g. swaps)

o    bank debt trading

o    prime and executing broker relationships

o    commercial aviation transactions

o    bankruptcy and restructuring strategies

·          Facilitating hedge fund formation, entity operations and structuring

     

The successful candidate will have demonstrated a record of accomplishment and achievement with an outstanding academic record.  Below are our criteria:

·          3.5 GPA or Top 15% of graduating class

·          A successful record of internships or prior work experience and/or personal achievements/awards

 

All applicants must include the following information, if available, with their resume:

 

·          Contact Information: name, e-mail address and phone number

·          SAT (Math and Verbal) or ACT scores

·          LSAT and/or GMAT Score, if applicable

·          GPA (both in major and cumulative)

 

Please forward the information to jobs@talentarchitects.com.  

February 16, 2007

Analyst Position in Austin, TX

Trinity Real Estate Finance, Inc. is a real estate investment banking firm that sources and services first lien mortgage loans, mezzanine debt, and equity for shopping centers, industrial buildings, apartment properties and office buildings throughout the country with a primary focus in Texas. We handle the finance requirements for first tier real estate investors and developers through various capital sources including: pension funds, REITS, Wall Street firms, and life insurance companies.  Trinity has offices in Austin and San Antonio and a staff of twelve full-time employees.  We are a growing business, with a firm commitment to hiring and training talented individuals for the long term.  Trinity has been originating deals since the mid-1970’s. 

 

We seek to hire exceptionally talented individuals with a strong academic record and a high degree of ambition.  To be considered, please forward a resume and cover letter to Jeremy Womack, Jeremy@trinityref.com, for review.

 

Job Description:

The position will include extensive financial analysis, economic and real estate research, and writing. Analysts are incorporated into the entire deal making process including: creating pitch-books and investment memos, meetings with senior members of the production staff, and corporate entertaining.

 

The production staff includes graduates of Harvard, Rice, Rutgers, Trinity and Vanderbilt.

 

Qualifications:

We require a solid academic performance and evidence of leadership qualities, initiative, social skill, and a demonstrable interest in real estate and/or finance.

February 23, 2007

Development Analyst/Associate

PROJECT:                     Villas Del Mar

           

DEPARTMENT:              Development    

 

SUPERVISOR:               J.J. Abraham, V.P. of Development and Paul Ogier, Development Manager

 

EDUCATION:                Bachelors degree in Finance, Accounting, Economics or other related field

 

EXPERIENCE:               2 to 3 years of relevant analyst experience.

                                    Recent college graduates considered.

GPA of 3.0 or higher from a top tier university.

 

PC SKILLS:

Microsoft Outlook, Microsoft Word, and Microsoft Excel

Advanced Microsoft Excel skills required.

 

HOURS:                        40 hours per week.  Additional hours required to meet deadlines.

 

JOB LOCATION:            Cabo San Lucas, Mexico

 

POSITION:      

 

The group seeks a bright, ambitious, entrepreneurial, take charge professional to assist the senior management team in development and financing activity related to multi-family development and acquisitions in the surrounding areas of Cabo San Lucas, Mexico.  Duties will include a variety of tasks such as helping to coordinate sourcing potential deals, development and entitlement matters, assisting in financing, financial analysis, market analysis, and other special projects and administrative items.  Candidates must be able to handle multiple priorities and complete projects on a timely basis.  This is an excellent opportunity to learn full cycle real estate development from very successful, experienced real estate professionals. 

 

COMPENSATION:          Depending on prior experience.

 

CONTACT:

Jan Cox

Senterra

12 Greenway Plaza, Suite 1400

Houston, TX 77046

(713)965-2903

(713)966-3961 Fax

janc@senterracorp.com

February 27, 2007

Treasury Manager – Risk Management (Insurance)

Location: Pasadena, CA Salary: $75 K to $80 K

World Vision is a Christian relief, development and advocacy organization dedicated to working with children, families and communities to overcome poverty and injustice. Inspired by our Christian values, World Vision is dedicated to working with the world’s most vulnerable people. World Vision serves all people regardless of religion, race, ethnicity or gender.

 

Job Description:

 

World Vision is seeking interested candidates for the role of Treasury Manager – Risk Management (Insurance). This position does not include relocation costs. The purpose of this position is to control and minimize financial losses of the Global Partnership. This is to be done by identifying and quantifying existing and new exposures as well as by utilizing the most efficient risk financing, retention and transfer methods. This position will seek to engage in effective loss control techniques to help minimize administrative costs thus allowing the Partnership to be a more effective steward.

 

Some Key Responsibilities:

 

·          To identify, assess, measure, analyze, evaluate and prioritize the various risks inherent to the Partnership

·          Create and oversee the company’s risk monitoring structure, including the quantification of various risks and oversee the maintenance of such systems. Coordinate risk analysis in Support and National Offices.

·          Ensure compliance with Partnership guidelines and eliminate redundant coverage.

·          Proactively reduce losses and initiate risk solutions to achieve measurable results, managing loss prevention surveys and compliance

·          Manage and conduct contract risk management reviews on leasing and purchases. Provide input into risk management contract terms, indemnification and other insurance requirements.

·          Evaluate adequacy of insurance limits and appropriateness of retentions/deductibles

 

Requirements

 

In order to fulfill the responsibilities of the role, applicants MUST have:

  • An MBA in Finance
  • A minimum of 5-7 years experience in insurance and corporate finance
  • Professional banking or treasury experience and exposure to international finance is a plus. Knowledge, exposure, and sensitivity to other cultures, especially in developing countries is a plus.

 

Contact:

 

Kathryn Powers

Global Treasurer

Kathryn_powers@wvi.org

626-301-7721

www.wvi.org

March 29, 2007

Real Estate Analyst Positions

The Houston office of Duff & Phelps (“D&P”) is currently seeking May graduates to fill a need for two Analyst positions.  The D&P Real Estate Services group provides clients with research and valuation analysis to determine the value of their real estate assets.  We support a wide range of client interests, from financing to SFAS 141 (purchase price allocations/merger & acquisition support) to institutional financial reporting.  This spans a wide spectrum of institutional property types, including: high-rise office buildings, apartment and condominium developments, regional malls, industrial parks, golf courses, destination resorts, sports stadiums and arenas, etc.


Responsibilities include:
Report Writing

Ø  Local, National and International Real Estate Market Analysis

Ø  Concise Support of Valuation Analysis

 

Research

Ø  Personal & Telephone Interviews (Brokers and Property Managers)

Ø  Industry Surveys & Benchmarks

Ø  Economic & Demographics Trends


Valuation Analysis

Ø  Discounted Cash Flow Models (Argus and MS Excel)

Ø  Comparable Property Sales Models

Ø  Construction Cost Models

 

Travel (Approximately 25%)

Ø  Subject Property Inspection

Ø  Subject Neighborhood Inspection


The ideal Analyst candidate will have a bachelor’s degree in Finance, Economics, Managerial Economics or Real Estate.  Additionally, the candidate should be well-versed in Microsoft Word and Excel.  A limited understanding of Argus is a plus, but not necessary.

 

Duff & Phelps provides competitive salary and bonus eligibility, paid vacation and excellent benefits including 401K, state certification, appraisal institute dues and courses, tuition reimbursement and on-the-job training.

 

Duff & Phelps is committed to providing equal opportunities in employment.  We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, age or disability.

 

ABOUT DUFF & PHELPS

Duff & Phelps is one of the world's leading independent financial advisory firms serving client needs in the areas of valuation, investment banking, transaction advice and dispute consulting.  We are the foremost provider of industry focused, independent and objective valuation insight and advice.  Our services include financial reporting and tax valuation, transfer pricing, real estate and fixed asset services, merger & acquisition advisory, financial restructurings, fairness and solvency opinions, due diligence and dispute consulting.

 

With more than 800 employees serving clients worldwide through 19 offices in the United States, Europe and Asia, Duff & Phelps is committed to delivering insightful advice and service of exceptional quality, integrity and objectivity.

 

CONTACT INFORMATION

If you are interested in obtaining further information about this opportunity, please contact, via phone or email James Devinney (contact information below).  Interested candidates should submit a resume via email to:

 

James T. Devinney

Vice President

Duff & Phelps LLC

700 Louisiana, Suite 1750

Houston, TX  77002

P:  713.237.5377

F:  713.237.5399

E:  james.devinney@duffandphelps.com

March 30, 2007

Surety Underwriting position with Chubb

Our Underwriters use a blend of marketing and financial skills to understand and respond to the needs of the insurance buyer. Responsibilities include: applying analytical skills to the risk assessment process; developing solutions for global clients; communicating with agents and brokers and convincing them to promote Chubb's products and services; detecting emerging social and economic trends that have an impact on our customers or present new market opportunities.

 

We currently have a  Surety Underwriter Trainee opportunity  in Houston, TX.  Our entry-level training program begins with an overview of the organization and the basic tenets of the property and casualty industry and then takes you through a year long program comprised of classroom and on-the-job training in which you learn the underwriting discipline. Within training guidelines, a trainee will contribute to achievement of department goals while developing skills needed to become a surety underwriter.  

 

Specifically, a trainee will: Learn to understand and apply Surety's underwriting philosophy, department structure and workflow: the Surety bond as a legal concept; business communication skills; underwriting methodology and tools; different types of surety obligations; mechanics of drafting, rating, executing and countersignatures of a bond. Assist in underwriting and service functions of the department and accept responsibility as underwriting proficiency develops.

 

Position Requirements (Knowledge, Skills and Abilities):

        Strong financial background (financial or accounting coursework; or banking, financial services or construction background desirable)

        Ability to perform tasks and exhibit attitudes which support Chubb Surety products and services 

        Strong communication and presentation skills

        Strong analytical skills

        Ability to seek and use input from a diverse group of interested individuals

        Act as a member of the Chubb Surety team in performance and attitude

        Exhibit professional and personal behavior which creates a positive image of Chubb in the marketplace

        College Degree; (Finance or Risk Management strongly preferred) - 3.0 GPA

 

 

About Chubb

The Chubb Corporation’s worldwide headquarters are located in Warren, NJ.  Chubb has more than 120 offices in some 29 countries worldwide in North America, Europe, Latin America, Asia and Australia.  With approximately 11,800 employees, Chubb serves commercial and personal customers through 8,000 independent agents and brokers worldwide. Chubb is ranked 156 in the annual ranking of “The Fortune 500” largest companies in the United States.   For the second consecutive year, Fortune magazine has named Chubb one of "America's Most Admired Companies" in the March 6 issue. 

 

We offer a team-oriented, professional environment where people are mentored and developed.  You can learn more about us my visiting our website at http://www.chubb.com/.

 

For more information, contact:

 

Ramona Pringle

Human Resources

Chubb Group of Insurance Companies

rpringle@chubb.com

Fax: 214.754.8113

Commercial Underwriting positions with Chubb

Our Underwriters use a blend of marketing and financial skills to understand and respond to the needs of the insurance buyer. Responsibilities include: applying analytical skills to the risk assessment process; developing solutions for global clients; communicating with agents and brokers and convincing them to promote Chubb's products and services; detecting emerging social and economic trends that have an impact on our customers or present new market opportunities.

 

We currently have opportunities for Underwriter Trainees in Dallas and Houston, TX.  Our entry-level training program begins with an overview of the organization and the basic tenets of the property and casualty industry and then takes you through a year long program comprised of classroom and on-the-job training in which you learn the underwriting discipline. A trainee will be expected to contribute to team and department results by participating in the local book of underwriting business and supporting the more experienced underwriters.

 

Specifically, trainees will:

·          Develop proficiency in general insurance theories and practices as well as the specific underwriting strategies for their business unit

·          Develop an expertise in analyzing customer needs and develop insurance programs to meet those needs

·          Contribute to the financial performance of the underwriting unit throughout the training period by assisting in the negotiating of price, coverage, and terms for new business and renewals

·          Analyze exposures, determining whether the risk meets Chubb's underwriting criteria, proposing terms and pricing, and ensuring proper documentation

·          Build relationships with agents and engage in marketing efforts

·          Identify opportunities for growth within new and existing production sources

·          Identify cross sell opportunities

·          Meet with producers and new and renewal customers to make sales presentations

·          Collaborate with underwriters, operations, claims, marketing and home office product management

The training program is approximately 12 months. Upon completion of the training, candidates may be asked to relocate (relocation assistance provided) to another U.S. office as they embark on their career as an underwriter.  Therefore, all interested candidates must be able to relocate to other parts of the U.S. at the completion of their training.

 

About Chubb

The Chubb Corporation’s worldwide headquarters are located in Warren, NJ.  Chubb has more than 120 offices in some 29 countries worldwide in North America, Europe, Latin America, Asia and Australia.  With approximately 11,800 employees, Chubb serves commercial and personal customers through 8,000 independent agents and brokers worldwide. Chubb is ranked 156 in the annual ranking of “The Fortune 500” largest companies in the United States.   For the second consecutive year, Fortune magazine has named Chubb one of "America's Most Admired Companies" in the March 6 issue.

 

We offer a team-oriented, professional environment where people are mentored and developed.  You can learn more about us my visiting our website at http://www.chubb.com/.

 

For more information, contact:

 

Ramona Pringle

Human Resources

Chubb Group of Insurance Companies

rpringle@chubb.com

Fax: 214.754.8113

April 13, 2007

Analyst Position with National Lloyds and American Summit Insurance Companies

National Lloyds and American Summit Insurance Companies are property/casualty insurers specializing in low value dwelling, mobile home, flood and commercial coverages.  NLIC and ASIC are headquartered in Waco, Texas with approximately 150 employees.  NLIC has been in business since 1948 and ASIC has been operating since 1956.  NLASCO, Inc. is the holding company for these entities and has approximately $200 million in assets.  It was recently purchased by a large publicly traded entity.

 

NLASCO, Inc. is seeking an individual for forecasting, budgeting, reinsurance analysis and product review.  The opportunity exists to get in on the “ground floor” of a company that will be expanding.  This individual will need a grasp of insurance terminology, proficiency in Excel and a desire to learn about all facets of insurance.

 

QUALIFICATIONS

 

B.A./B.S./B.B.A. – Finance, Accounting, or Business.  Course work in accounting and finance are required.  Strong financial analysis and computer skills are required.  A fundamental understanding of insurance and risk management, methodologies and applications is a plus.  Demonstrated ability to work cooperatively with all levels of staff, as well as excellent verbal and written communication skills is essential.

 

Please submit resume and salary requirements to:

 

Nancy Hollinger

National Lloyds Insurance Company

P. O. Box 2650

Waco, Texas  76702-2650

nhollinger@natlloyds.com

Fax:  254  399-0765

August 29, 2007

Commercial lending opportunity in Temple, TX with Extraco Banks

Job Description for Commercial Lender:

 

Extraco Banks in Temple is seeking a customer-oriented individual with excellent verbal and written communication skills to join our team of lending professional. This individual will be responsible for aggressively soliciting and servicing prospective customers producing a variety of commercial loans as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals.

 

The successful candidate will have strong customer service and sales orientation, credit training or equivalent experience, bachelor’s degree, MBA a plus and 5+ years of solid loan production experience with emphasis on commercial lending and production sales.

 

Job description for Commercial Lender:

 

·          A Bachelor’s degree, MBA a plus

·          5+ years of experience, loan production in commercial and real estate lending, loan portfolio administration and product sales

·          Relationship management skills for key commercial, small business and personal relationships.

·          Highly developed analytical and underwriting expertise, credit quality focus

·          Strong Community leadership experience.

·          Sales Energy, with sustained record

 

For more information, contact:

John Tipton

SVP, Commercial Banking

Extraco Banks

Email: jtipton@extracobanks.com

p. 254-774-5823

c. 254-931-5929

September 18, 2007

CRA International’s Intellectual Property Practice

Founded in 1965, CRA International (CRA) is an internationally recognized economics, financial and business consulting firm with 26 offices worldwide. We combine economic and financial analysis with expertise in litigation and regulatory support, business strategy and planning, market and demand forecasting, policy analysis, and engineering and technology management. In thousands of engagements, CRA has distinguished itself by its corporate philosophy of providing responsive, top-quality consulting; an interdisciplinary team approach; unsurpassed economic, financial, and other analytic skills; and pragmatic business insights.

 

The Intellectual Property (IP) practice provides economics, valuation, and strategy consulting services on issues related to intellectual property. In litigation-related IP matters, CRA estimates damages and provides expert testimony in patent, trademark, copyright, trade secret, and unfair competition disputes. Our work involves assistance in resolving business disputes by providing damages assessments through detailed financial analyses. Although many of our engagements involve IP issues, we are also engaged to work on many other types of commercial disputes. The analyses involve direct application of financial tools and concepts learned in university coursework. If an engagement proceeds to trial, CRA provides expert testimony. Our valuation services involve the same skill set as outlined above, but the products of our analyses generally result in reports outside of the court system. These analyses are used, among other things, for merger and acquisition or tax purposes.


Our professionals work in teams on a variety of client engagements across industries. Successful candidates will possess excellent financial and analytical skills, and exceptional presentation and communication skills. We also require our candidates to be experienced with conducting computer based research and to have a command of commonly used computer software.

Analyst and Associate responsibilities include involvement in the following:

·          Assisting the project team with the development of appropriate financial analyses and valuation models to support case theories

·          Conducting industry, market, and competitive research to develop an independent fact base

·          Reviewing and summarizing client documents and third-party research to identify key information

·          Assisting in the development of expert reports and in the presentation of our conclusions and recommendations to clients

·          Managing the integrity and accuracy of analyses

·          Assisting with recruiting and training

 

CRA is recruiting at Baylor specifically for the IP practice.  Those interested need to apply through both the Baylor Hire a Bear system and CRA’s campus recruitment page, http://www.crai.com/careers/campus.  If you are interested in other practices, please apply through CRA’s campus recruitment page.

September 28, 2007

Position: Valuation Analyst

Business Valuation Advisors LLC ("BVA") is seeking qualified May 2008 or December 2007 graduates for full-time employment as a valuation analyst.  BVA was founded over 30 years ago and has grown into one of the largest business valuation and consulting firms in the Southwest.  We value businesses, business interests and intangible assets, as well as perform litigation consulting and expert witness services for commercial litigation matters.  Our work is regularly reviewed by the Securities Exchange Commission and our principals are regularly hired as expert witnesses.  In commercial litigation matters, we are hired to assess economic damages associated with a variety of events including intellectual property infringement (such as patents, trade secrets and copyrights), and our cases usually involve millions of dollars at stake. 

 

Our clients are recognizable and include both public and private companies as well as top national accounting and law firms, and private equity and venture capital groups.  Our consulting services include merger and acquisition advisory services such as corporate fairness opinions and valuation.  Our M&A assignments are wide-ranging, spanning from transactions as small as $10 million to over $4 billion.

 

Responsibilities for a valuation analyst will include:

·        Interacting with C-level executives and partners at national law firms;

·        Conducting comparable company analyses and securities research;

·        Performing discounted cash flow analysis;

·        Analyzing industries and developing analyses regarding an industry's influence on particular companies.

·        Participating in client meetings, including limited nationwide travel; and

·        Various other research-based and analytical tasks.

 

We offer an above-average compensation package, with unlimited opportunity for advancement.  BVA supports ongoing professional development and community service endeavors, and we cultivate a challenging, inspiring, entrepreneurial, and rewarding atmosphere.  Candidates with the following qualifications will be considered:

·        Background in accounting and/or finance;

·        Superior written and oral communication skills;

·        High degree of maturity and confidence that permits you to effectively interact with C-level executives and partners at national accounting and law firms;

·        Strong analytical and problem solving skills;

·        Proficient in the use of Microsoft Excel; and

·        Outstanding academic record (GPA of 3.5 or higher).

 

Interested candidates should submit a resume and cover letter by October 15, 2007 to:

 

Laurie-Leigh Nix

Business Valuation Advisors LLC

Valuation Analyst

(214) 742-3370

lnix@bvafirm.com

 

For more information about Business Valuation Advisors LLC, please visit our website at www.bvafirm.com.

October 5, 2007

Early Career Development Program with Aon Corporation

Job Title: Early Career Development Program Associate

 

Company Overview

 

Aon is a global leader in risk management, insurance and reinsurance brokerage, human capital and management consulting, and outsourcing with more than 46,000 employees in more than 500 offices in 120 countries worldwide. We integrate customized services, leverage expertise across industries and apply business knowledge to our clients' strategic goals.  Aon helps clients anticipate how change intersects with opportunity. Each of our clients has unique business needs, so we have developed expertise for a complete range of business processes, products and industries. Aon’s account and relationship managers form a comprehensive perspective of our clients’ organizations, matching our expertise to their business strategy. 

 

Program Summary

 

The Early Career Development Program consists of a select pool of highly talented recruits who begin employment at Aon with an 18-month formal Development Program.  During this 18-month period, associates aggressively learn the business and the Aon culture through on-the-job experience, a formalized development plan and a performance management process.  Through this Program, associates build a skill and competency set that is relevant and valuable to the employee’s development and to the business line.  Further, through their exposures, the associates will develop organizational knowledge, insight and business relationships. 

 

The Direct Development Program places associates directly into one full-time position upon hire in various locations nationwide.  Direct Development Program participants will focus their learning and development in one position, and remain in the position at the conclusion of the 18-month development Program.  Direct Development Program opportunities are available in one of four tracks: Insurance Brokerage and Risk Management (ARS), Human Capital Consulting (Aon Consulting, ACW), Aon Underwriting Managers (AUM), and Actuarial. 

 

Duties and Responsibilities

 

As a member of the Early Career Development Program, associates will be assigned specific responsibilities and performance objectives with their manager.  Program associates will also be required to complete their assigned formal development plan set forth by the Program. Additionally, associates will be ambassadors of Aon by accomplishing the following:

 

·          Discuss assignment specifications and performance with mentor and manager

·          Complete assigned training curriculum

·          Support Aon’s values at all times

·          Represent the Program in a professional manner

·          Develop awareness of policies and adapt behavior accordingly

·          Approach all development opportunities with an open and positive mindset

·          Maintain realistic expectations of the Program

·          Give and receive constructive feedback

·          Attend and contribute to regularly scheduled meetings and team building activities

·          Participate in Program campus recruitment activities, if required

 

Selection Requirements

 

The selection of the Program associates will be based upon, but not limited to, the following criteria:

 

·          Candidates pursuing Bachelor Degrees with majors in Business, Accounting, Finance, Economics, Actuarial Science, Mathematics, Human Resources (Labor Industrial Relations), Liberal Arts, Risk Management, Insurance or a related degree

·          December 2007-June 2008 graduates only, for start date of July 2008

·          A minimum overall GPA of 3.0 strongly preferred 

·          Relevant work/ internship experience

·          Mature and professional demeanor

·          Involvement in extracurricular activities

·          Strong communication skills, both verbal and written 

·          Ability to cultivate relationships

·          Critical thinking, problem-solving and analytical skills

·          The ability to work as an integral part of a team, fostering teamwork and cultivating relationships, as well as work independently or with minimal direction

·          Adaptability – quick learner

·          Positive attitude

·          Results-oriented

·          Strong PC skills including knowledge of Microsoft Office Suite

 

Aon is an Equal Opportunity Employer.  All applicants are evaluated without regard to race, creed, sex, age, national origin, sexual orientation, color, handicap, or disability. 

 

For more information about Aon Corporation, visit our website at www.aon.com.

 

For more information concerning Aon’s Early Career Development Program, contact:

 

Courtney L Moore
Aon Corporate Human Resources
Corporate Recruiting, Early Career Recruiting
1650 Market Street, Philadelphia, PA
Tel: 215.255.1756
Email: courtney_moore@aon.com

October 26, 2007

Risk Analyst Position with Marsh

About Marsh

As a subsidiary of Marsh & McLennan Companies (MMC), a global professional services firm with over $12 billion in annual revenue and a strong history of profitability and growth, Marsh is the world leader in delivering risk and insurance services and solutions to clients.  We provide global risk management, risk consulting, insurance broking, financial solutions, and insurance program management services for businesses, public entities, associations, professional services organizations, and private clients. Marsh is organized by client, industry, and risk categories to facilitate the delivery of highly specialized products and services covering a wide spectrum of risks. Specialty practices, which are key elements in Marsh's global client-service capabilities, operate on a worldwide basis.

 

Undergraduate Career Opportunities

As a Risk Analyst with Marsh, you will work side by side with a team of risk professionals to help analyze client accounts and assist with new client development.  You will participate in our Risk Analyst Program designed to help accelerate your integration into Marsh, gain technical knowledge of insurance principles and risk management, acquire intelligence of our core business areas and risk practices, and build a colleague network for information and support. Risk Analyst positions are located across the US.

 

Specific responsibilities of a Risk Analyst may include:

·          Participating in the analysis of clients’ existing insurance programs and requirements by reviewing current policies and formulating recommendations for customized risk solutions

·          Assisting team members with the development of underwriting specifications

·          Writing research reports for assigned accounts that  highlight their business risks

·          Preparing proposal presentations for existing and prospective clients

·          Attending client meetings as a team member

·          Analyzing client data and compiling research using databases and other computer systems

 

What we look for in candidates

Qualified candidates must be highly motivated and demonstrate a strong interest in business. A large part of your responsibilities will involve interacting with clients, which requires strong attention to detail and excellent communication and interpersonal skills. Candidates should also be service-oriented with strong analytical and problem-solving skills. Some previous business experience is preferred. All majors are considered.

 

Required Qualifications:

·          Must be a U.S. Citizen or have unrestricted authorization to work for an employer in the U.S.

·          Students must possess a minimum cumulative overall GPA of 3.0 out of 4.0

·          Proficient in Microsoft Office

·          Ability to work in a fast paced team environment with rapidly changing priorities and demands

·          Candidates must be prepared to discuss work location preferences during the on-campus/1st round interview

 

To learn more about Marsh Risk Analyst opportunities and the Risk Analyst Program, visit www.marshcampuscareers.com

Marsh Inc. is an equal opportunity employer.

 

How to Apply

In order to be considered for an on-campus/1st round interview, you must complete both steps listed below:

1.     Apply through your school’s job posting system - https://www.myinterfase.com/baylor/student/  - (Risk Analyst Position)

2.     Send Resume to Kerry.Maniscalco@marsh.com

3.     Logon to www.marshcampuscareers.com

a.     Click on Apply

b.     Create your candidate profile

c.     In your profile you will be asked how you heard about Marsh Inc.  Please indicate a Source Type of “Campus/Graduates ” and A Source Name of “Career Services/Career Center”

d.     Job Function: “College/Graduate Programs”, Location: “United States”, Organization : “Marsh Inc”

e.     Job Function: Group “Risk Analyst ”

October 29, 2007

Project Analyst (Advanced) with EDS in Plano, TX

·          Position Functions: 50% - Financial Operations and Reporting for the Global Network Engineering team and/or GNOC/OTA project. 

For whom Functions are performed:  Network

How the functions are performed:  Through Financial analysis utilizing company tools:  SAP, SIFT, and other various financial systems.  Through interaction with Network leadership.

 

What business impact the functions have:

Financial diligence is required to monitor and understand the financials of the entire Global Network Engineering and GNOC/OTA project.  Without this work, both expense and relief actuals and forecasts will not be accurate, the understanding of the financial operations of this business will decrease.

 

·          30% - Financial forecasting and budgeting for program operations, activities required to prepare SOP98-1 entries, projection of mitigation activities

For whom functions are performed:  Network / GNOC leaders

How the functions are performed:  Creation of SOP-98 journal entries for submission to Finance Leveraged center, reconciliation of program activity plans with actual activity, preparation of forecasts and development of financial plans based on performance

What business impact the functions have:  Activities are needed to ensure the correct amounts of expense are capitalized for the GNOC program, and that the program continues to perform financially.

 

·          10% - Reconciliation of Capital purchases to Capital plan, review of current and future project activity

For whom Functions are performed:  Network

How the functions are performed:  Review of Capital planning with leaders, input of these plans into Capital tool, monitoring purchases versus plan

What business impact the functions have:  Capital planning is essential to ensure that the budget is monitored and that the corporations capital is utilized appropriately

 

·          10% - Ad hoc reporting and analysis

For whom Functions are performed:  Network leadership

How the functions are performed:  By creating custom analyses to help leadership make business decisions.  Use of excel to present and systems to gain information to create analysis

What business impact the functions have:  Provides leadership with information required to make appropriate business decisions based on financials

 

For more information concerning this position, contact Kristin Rea - 972-605-1545, kristin.rea@eds.com.

October 31, 2007

Full-time credit analyst position with Central National Bank in Waco, TX

A Full-time credit analyst position is available for an individual with a 4-year degree in Finance or Accounting.

Job responsibilities will be centered in analyzing borrower financial information and conducting other loan underwriting and review processes in support of our commercial lending function. The full-time position requires working an average of 40-50 hours per week. It also requires strong writing skills.

Position offers competitive wages in an A+ team environment as well as a full benefits package including health insurance, paid vacation, and 401-K. Opportunities for advancement are available.

Please mail, fax, or email cover letter and resume to:

Central National Bank
Attn: Kevin Smith
P.O. Box 2525, Waco, TX 76702-2525
ksmith@cnbwaco.com  
254/399-7343 (fax)

November 1, 2007

Underwriter Trainee with The Hartford Financial Services Group

WHY JOIN THE HARTFORD?

Founded in 1810, The Hartford Financial Services Group, Inc. is one of the nation’s largest investment and insurance companies in the U.S.  To millions of our customers -- businesses, groups and individuals -- The Hartford stag logo is a trusted symbol of dependability.  As a global leader in insurance, asset management, and financial service products, we offer professionals every possibility for growth.  Whether we're helping customers or building careers, we're experts at creating the kind of advantages that help people reach their goals.

 

WHAT ARE WE LOOKING FOR?

·          A bachelor’s degree in Risk Management and Insurance, Business Administration, Finance and Accounting, Economics, Marketing, or Liberal Arts with a cumulative GPA of 3.0 or above or an equivalent combination of education and experience is preferred.

·          Excellent written and verbal communication with strong sales and marketing skills.

·          Strong sales and business acumen.

·          High energy self starter, good decision maker with an entrepreneurial spirit.

·          Solid time management skills.

·          Computer savvy- experience with MS office suite.

·          Mobility to relocate is required to San Antonio, TX or Charlotte, NC---relocation assistance provided by The Hartford.

 

WHAT IS THE COMPENSATION OPPORTUNITY?

At The Hartford, our compensation philosophy is simple: we pay competitive salaries and we reward performance. In addition, you will be eligible to participate in our comprehensive benefits program including medical insurance, a 401(k) Plan, an Employee Stock Purchase Plan and more.

 

WHAT ARE THE RESPONSIBILITIES OF THE POSITION?

The Commercial Underwriting trainee program is designed to prepare you for the commercial insurance market. 

 

·          Trainees complete a formal 16 week training program in San Antonio, TX or Charlotte, NC.  This program is the 1st phase of several levels of training that will continue throughout your career in underwriting.

·          Achieve standards established for success in the program by completing daily assignments, including reading of text materials, completion of on-line courses, case study work, exams, and general activities.

·          Actively participate in class by asking questions, volunteering answers, and assisting teammates as appropriate. 

·          Participate fully with the other trainees on any group/team activities, as assigned by the training manager. 

·          Adhere to The Hartford’s employment policies and procedures, including attendance and professionalism in the workplace.  

 

Beyond the 16 week training period you will:

·          Build and leverage personal relationships with key customers that allow The Hartford to obtain new accounts as well as retain and expand sales to existing accounts.  Identify customers needs and demonstrate how The Hartford’s products and services can meet those needs. 

·          Achieve the operating plan objectives via new business production through frequent interaction with assigned agents in order to significantly increase The Hartford’s penetration of the agent’s existing books of business.

·          Review insurance policy submissions and determine appetite to underwrite, underwrite and price new renewal business, and present quotes to the agent.

·          Maintain knowledge of the regional office strategic direction and plan, including goals and objectives to achieve profit and growth.

·          Become the carrier of choice by communicating, publicizing, and providing training to agents and their staff on new products and programs. 

·          Plan and prioritize work activities to achieve desired results within necessary time frames.

·          Effectively use on-line resources, automation tools, and computer software packages. 

·          Continuously develop and strengthen the skills required for success in the sales underwriting position to prepare for additional responsibility.

 

WHAT ELSE CAN YOU TELL ME?

The Hartford’s Underwriting Development Program can be the route to a life-long business career in commercial underwriting.  Working within an entrepreneurial environment, our development programs will give you technical underwriting skills and knowledge to be and integral part of our world class insurance company. 

 

FOR MORE INFORMATION ABOUT THIS OPPORTUNITY, CONTACT

Jason A. Warden, CIC, CRM

Assistant Regional Vice President

Southwest Regional Office

17855 Dallas Parkway, Suite 300

Dallas, Texas 75287

(972) 807-4719 Direct

(972) 807-4689 Fax

(281) 705-2941 Cell

jason.warden@thehartford.com  

November 8, 2007

Chase Retail Management Development Program

The Chase Retail Management Development Program offers you a top-notch, comprehensive management training program designed to develop you as a future leader in our national retail organization. This program offers you a training opportunity that will prepare you to potentially assume a management position in one of our branch locations. Through a combination of on-the-job training and classroom instruction, you will develop skills in professional selling techniques, motivating and leading people, and all facets of operating a branch. During the training process you will learn about our Sales and Service Process, attend weekly coaching sessions, and work with customers to help them reach their financial goals. We will provide you with the tools necessary to achieve maximum sales results.

Participants have the opportunity to complete the program and become a Branch Manager in approximately 18 months based on individual performance. The program consists of four phases, with each level providing new and more complex challenges. They include:

Customer Service Management
The initial phase of training is about 8 weeks in length. At this point we will supply you with the essential building blocks that will help you develop a successful career. You will then learn about our retail products and services, and the procedures and processes that support them. Most importantly, you will learn the single-most crucial component of banking: quality customer service.

Securities Licensing
Your first step in the Sales Management phase will be to obtain your Series 6, 63 and insurance licenses. For the next 8 weeks you will be studying and preparing for these exams, allowing you to recommend investment and insurance products to customers. You will learn the basics of investing, regulatory requirements and insurance products. Progression to the next phase is contingent on successfully completing the licensing.

Sales Management
After successful completion of the Securities Licensing you will become a Personal Banker. During this phase, you will be helping customers meet their financial needs while enhancing your sales skills, customer service techniques, and systems knowledge. Placement for the Branch Management phase will be based on successful performance in the previous phases.

Retail Branch Management
You will gain extensive management training and the chance to fully develop your leadership skills. Your responsibilities will increase as you learn to interpret a branch Profit and Loss Statement, become a sales leader, develop plans to increase branch profitability and work with your manager to motivate your team to meet its goals. You will also be trained in retail branch operations and participate in branch audits. At the completion of this phase of the program, placement will be based on performance.

Candidate Qualifications

  • Successful completion of an undergraduate degree  is required by the time employment begins. A minimum GPA of 2.5/4.0 or equivalent experience is required. All majors will be considered. 
  • Candidates must have the ability to communicate effectively, perform multiple tasks simultaneously, and meet or exceed goals. 
  • Experience leading teams  required. 
  • Candidates must be enthusiastic, people oriented, self-starters  with strong leadership skills. 
  • Sales and/or customer service experience in  a team environment is strongly desired. 
  • Ability to work weekends and some  evenings required 
  • A professional appearance is essential.

For More Information and How to Apply
Chasel be hosting an information session on Wednesday, 11/14/07 at 11:00am in Hankamer Room 103.  Graduating seniors of any major can apply via the Jobs section of Hire a Bear (www.hireabear.com, click the Hire a Bear Students Link)

December 13, 2007

Commercial Underwriter Trainee with Farmers Insurance Group in Austin, TX

COMMERCIAL UNDERWRITER TRAINEE WITH FARMERS INSURANCE GROUP IN AUSTIN, TX

 

Farmers Insurance Group (FIG) is a provider of insurance management services and a holding company.  The company was founded over 75 years ago and today operates in 41 states across the US with over 18,000 employees.  FIG is the third-largest writer of both private passenger automobile and homeowners insurance in the United States.

 

JOB SUMMARY

 

On the job learning of the duties and responsibilities of an underwriting position, includes significant self-study of prescribed course materials and actual live work. Processes new and renewal business and services current policies for assigned lines of business under the general direction of immediate supervisor.  This position may include limited underwriting authority. 

                                        

I.  ESSENTIAL JOB FUNCTIONS (Essential job functions include, but are not limited to, the following:)

 

*Supervises assigned personnel.

 

*In conjunction with trainer and or immediate supervisor:  Manages work assignments in order to attain service level agreements. Provides excellent customer experience by ensuring that policy transactions are issued and changes are processed accurately and in a timely manner.

 

*Follows established procedures in issuing, renewing, reinstating, canceling and changing accounts in order to maintain regulatory compliance.

 

*Reviews accounts for acceptability, eligibility, classification and proper pricing based on assigned products and authority levels.  Provides documentation for any exceptions to established guidelines along with other critical account information.  Conducts appropriate reviews in order to prepare referrals for transactions above authority level to the underwriter or team manager.

 

*Develops effective working relationships with assigned agents.  Includes correspondence, phone calls and email to gather and analyze necessary information critical to the underwriting function. 

 

*Reviews and evaluates underwriting to gain an understanding of the loss potential and appropriate price for the exposures presented.

 

*Processes and inputs all necessary policy transactions through appropriate company systems.  Key enters data or prepares worksheets as needed. 

 

*Computes rates and premiums and selects the appropriate declarations, coverage forms, exclusions and optional coverages in order to complete a policy.  Prepares invoices, tracking and checking for account status and premium dollars in the Commercial Accounts and/or billing systems.

 

*Performs other functions as assigned.

 

II.  PHYSICAL DEMANDS

 

A.) Physical Actions

 

*Required job duties include sedentary work as well as some or all of the following physical activities; lifting and/or carrying 40-lbs (suitcases, projectors, handouts, laptop computer, etc.), seeing, speaking, hearing, and occasional operation of a motor vehicle.

 

B.) Physical Environment

 

*Required job duties are normally performed in a climate controlled office environment with occasional job duties performed in company car, airplane, hotels and various physical sites dictated by travel that are not always in a climate controlled environment.

 

III.  EDUCATION REQUIREMENTS

 

*Four-year college degree.

 

IV.  EXPERIENCE AND SPECIAL SKILL REQUIREMENTS

 

A.) Experience Requirements

 

*One to two years prior work experience preferred.

 

B.) Special Skill Requirements

*Knowledge of management information and business systems (Word, Excel, PowerPoint, Access).

*Must be detail oriented and accurate; demonstrate organizational skills and flexibility; strong verbal and written communication skills as well as interpersonal skills; ability to perform general mathematical calculations; ability to work in a fast paced environment be team oriented and have a consistent commitment to excellence.

 

*Analytical thinking skills to make timely, appropriate decisions and recommendations after reviewing all relevant information.

 

For further consideration, qualified candidates should email their resumes to Mace Bell, Recruiter, Commercial Lines, at mace.bell@farmersinsurance.com.

January 5, 2008

BMC Associate Loan Officer (Analyst)

Company Description:

 

BMC was founded in 1993 with the mission to become the nation’s leading provider of commercial finance in the $500,000 to $5 million loan sector. We service clients nationally, from our twenty nationwide offices, and are currently growing aggressively. BMC is a well established firm, and strives for a collegial and family environment for its staff. We provide benefits including a health care program and 401(k). Please visit our web site at www.bmccapital.com.

 

Job Description:

 

BMC Capital, LP is recruiting individuals to fill the Associate position at its Dallas office. BMC is the country’s leading provider of financing for commercial and multifamily properties in the $500,000 to $5 million sector.

 

The Associate Program is a structured two year training program to develop top-tier candidates into full fledged loan officers or senior managers at BMC. Associates work on all aspects of real estate finance from marketing, to deal packaging, financial analysis, deal processing, negotiation and closing. Associates are expected to work hard – and have excellent up side potential if they can master their skills.

 

Job Requirements:

 

Associate candidates must be 0-5 years out from a leading undergraduate university program, having graduated in the top 20% of their class. Strong quantitative aptitude, communication skills and a desire to work hard are a must. Candidates must have prior studies or experience in commercial finance, real estate finance, consulting, real estate brokerage, residential mortgage, or investment banking.

 

Job Type:

Full-Time

 

Job Location:

Dallas, TX

 

Openings Available: 3

 

Starting Time: Immediate

 

Application Submission:

Please submit resume to: recruiting2@bmccapital.com

 

BMC Contact:

Joe Terry

Operations Manager

214-580-3199

3100 Monticello, Suite 400

Dallas, TX 75205

January 16, 2008

Real Estate Analyst/Associate Appraiser in Houston, TX with National Appraisal Partners LLP

Position Description

 

The Real Estate Analyst is responsible for appraisal and consulting assignments pertaining to commercial real estate.  Property types include land, retail, office, apartments, industrial, hotels, recreational and special use facilities. 

 

A Bachelor’s degree with finance and real estate backgrounds along with real estate experience is preferred but is not mandatory.  The Real Estate Analyst should have a financial background (preferably in commercial real estate), strong writing skills, analytical skills, good computer skills and organization skills.  The analyst must be able to research and analyze data and present the conclusions in writing in an organized, succinct manner. 

 

Company Background

 

National Appraisal Partners LLP is a full service real estate valuation and consulting company.  The company founders were former big four accounting firm service line leaders for several years. 

 

The growing Houston based firm provides real estate valuation and consulting services to a broad range of clients, including lending institutions, pension funds, accounting firms, attorneys, investment advisors, developers, brokers, government entities, as well as private and public companies operating in a variety of industries. 

 

Career Development

 

National Appraisal Partners LLP offers an outstanding career opportunity for the motivated individual.  Personnel performance is reviewed regularly and a mentoring program has been established to assist in accomplishing career and personal goals.  Real estate analysts are strongly encouraged to achieve the professional designation as a Member of the Appraisal Institute (MAI).    

 

Contact Personnel

 

Interested individuals should email resumes to:

 

Bryan Miller, MAI                                   

Email:  bmiller@napllp.com

 

 

Address:

 

National Appraisal Partners, LLP

3203 Edloe Street

Houston, Texas  77027

www.napllp.com

February 8, 2008

Officer Development Program at Amegy Bank

Amegy Bank is seeking May 2008 and December 2008 graduates to join their full-time Officer Development Program. Amegy will be interviewing on campus on Wednesday, March 5. The deadline to submit a résumé via Hire-a-bear is February 21.

The Officer Development Program at Amegy Bank is a traditional credit training program designed to develop credit analysts into well-rounded bank officers who will be the company's future leaders. The program is organized to provide continuing growth and challenge at a tailored pace to advance toward commercial loan officer responsibilities. All training takes place at the corporate office in Houston, Texas. Following training, opportunities are available in Houston, Dallas and San Antonio.

The Officer Development Program offers:

* A solid foundation in the basics of banking
* One-on-one working relationships with high-level bank decision makers
* Fast paced, in-depth exposure to key financial services areas
* Increasing portfolio and client development responsibilities
* Very competitive salary and benefits

Minimum Qualifications:

* BBA in finance or accounting
* Minimum of 9 hours of accounting including Intermediate Accounting I by graduation
* Minimum overall GPA of 3.0
* Excellent communication, presentation and interpersonal skills, and proven problem solving abilities
* Leadership skills and campus/community involvement
* Internship or prior work experience is a plus

About the "A" Bank
Amegy is one of the fastest growing banks in Texas. With assets of more than $10 billion, local decision making and a history of relationship banking, Amegy has the resources to serve leading Texas companies as a source of capital. With more than 75 locations in the greater Houston, Dallas and San Antonio metropolitan areas, Amegy is the largest regional bank in Houston and the 2nd largest regional bank in Texas. Amegy is a part of the Zions Bancorporation (NASDAQ: ZION) collection of great banks.

For an inside look at the ODP, visit us online at: http://www.amegybank.com/aboutus/officerdevprog.aspx

February 26, 2008

Entry level positions in underwriting, claims, finance, and product development with the Republic Group, Dallas, TX

We are currently recruiting for 10 entry level positions in our 2008 Graduate Training Program that include personal lines underwriting, commercial underwriting, claims, finance, and product development. All positions are located in our corporate headquarters in Dallas, Texas. Trainees will participate in a 12 month comprehensive training program comprised of classroom study, on the job development and industry certifications; all designed to develop the knowledge and skills needed for a rewarding and challenging career at Republic.

 

We offer competitive salaries and reward for performance.  In addition, trainees are eligible to participate in our comprehensive benefits program including medical, dental and vision insurance, a 401(k) plan with company match and more.

 

Qualifications

  • Bachelor’s degree preferably in Risk Management and Insurance, Business Administration, Finance, Accounting, Marketing, Economics
  • GPA of 3.0 or above preferred
  • Excellent written and verbal communication skills
  • Must be computer savvy – strong experience with MS Office suite
  • Bilingual skills a plus 

 

About Republic

Republic Companies, Inc. provides personal and commercial property and casualty insurance products through a group of insurance companies and related entities designated in the industry as “The Republic Group”. In its Independent Agents segments, Republic distributes these products to individuals and small to medium-size businesses through a network of independent agents primarily in Texas, Louisiana, Oklahoma, New Mexico, Mississippi and Arkansas. In its Program Management and Insurance Services segments, Republic capitalizes on its unique combination of charters and licenses to develop and manage target-niche insurance products distributed through managing general agents and other producers in many additional states. Visit www.RepublicGroup.com for more information. 

 

Contact

For more information or to submit your resume, please contact:

 

Judi King

Manager, Training & Development

The Republic Group

5525 LBJ Freeway

Dallas, TX 75240

972-788-6122

972-788-6199 (fax)

judi.king@RepublicGroup.com

March 12, 2008

Settlement Associate with Highland Capital in Dallas, TX

Description: Highland Capital has an immediate opening for bright, hard-working individuals to join our Settlement team. Highly interactive position reports to Senior Portfolio Accountants in our Fund Operations division. This is a vast opportunity to contribute directly to a rapidly growing, fast moving company. The candidate should expect an evolving position with an average 50 hours per week that requires working with several different levels of the organization.

 

Responsibilities

*         Bank loan trade settlement (Primary and Secondary Markets)

*         Data processing of investment activities

*         Analysis and preparation of investment reporting

*         Maintenance of working files for bank loans

*         Reconciliation of position data to trustee and broker records

*         Interaction with Wall Street banks and brokers daily

*         Interaction with various divisions of the firm to obtain, process, and decipher information

Qualifications:

*         1 year of experience in the financial or accounting field or recent graduate with solid internships

*         BA/BS in Finance, Accounting, or other business-related field from a top tier school

*         Experience dealing with financial-related data

*         Working knowledge of general Finance and Accounting functions

*         Advanced MS Office skills

*         Detail and task-oriented with a strong work ethic

*         Excellent communication and organizational skills

*         No travel required

 

For more information, contact Carolyn Baxley at cbaxley@hcmlp.comE-mail all resumes to mrudolph@hcmlp.com.

August 15, 2008

Lee Financial Corporation Investment Strategy Associate

TITLE: Investment Strategy Associate

 

REPORT TO:   Investment Team Manager

OBJECTIVE:  Provide concise, detailed, and accurate analysis and research of client portfolios and
 individual investments.

FLSA STATUS: Exempt, full-time

DESCRIPTION OF RESPONSIBILITIES:

·         Work with Investment Strategists on matters related to LFC clients and portfolios

·         Analysis related to client portfolios (asset allocation, performance evaluation, modeling, historical risk/return metrics, expected vs. actual, etc.). Responsible for analysis of individual equity and debt securities in client portfolios

·         Research for individual client investments

·         Prepare custom meeting and/or presentation information for individual client needs

·         Serve as point of contact for client when Investment Strategists are not available

·         Coordinate matters related to clients’ 40 1(k), 529, and annuity accounts. As needed, review and recommend investment changes in these accounts, and work with Investment Strategists to implement changes

·         Assist with coordination of investment documents

·         Work with Client Services/Operations team to troubleshoot and problem-solve portfolio reporting issues

·         Member of Investment Strategy Committee. Generate ideas and propose investment strategies related to the near-term and longer-term outlook of the global financial markets, including proposed allocations for the base portfolios

·         Assist Investment Strategy Team (IST) with research and ongoing analysis of the LFC investments including:

  • Presentations for client review on investments
  • Ongoing review, analysis, and evaluation of current and prospective investments. Investments include limited partnership interests, mutual funds, separate account managers, equities, bonds and other financial instruments.
  • Due diligence on prospective investment managers
  • Evaluation of prospective investment managers using established LFC due diligence procedures
  • New investment ideas and strategies generation/evaluation/presentation for consideration and determination by IST
  • Clear and timely communications relating to all facets of the investments
  • Creation of investment presentation for the client meetings on a quarterly basis

·         Completely support executives and the IST Team Leader in achieving the firm’s goals and objectives

SKILLS & QUALIFICATIONS:

  • Bachelor’s degree from accredited university
  • Master’s degree and/or investment-related experience a plus
  • CFA or CFA candidate
  • Direct knowledge and experience with mutual funds, separate account managers, individual securities and alterative investment strategies (i.e. real estate, hedge funds, etc.)
  • Experienced and proficient in financial modeling with Excel.
  • Statistical, research and analytical skills & knowledge
  • Technology proficient with extensive knowledge of Microsoft Office, research software (Bloomberg, First Call, Value Line, Morningstar etc.), and Internet capabilities.
  • Excellent interpersonal and communication skills for working with clients and team members
  • Qualified for state registration (Series 65)

MINIMUM STANDARDS:

  • Degree in finance or comparable work experience
  • Ability to work independently and within a team environment
  • Efficient use of time to prioritize and handle multiple tasks & projects
  • Team player with positive attitude
  • Commitment to continuing education
  • Strong organization skills. Proactive and able to follow through on projects in a timely manner

If you are interested in applying for this position, please send your resume with a cover letter to Julie Toler CFA CFP®, Investment Strategist, at jtoler@leefin.com.  Ms. Toler’s phone number is 972–960–1001.

September 22, 2008

Portfolio Analyst

# of Positions: 1

Location: Dallas

Department:
Industry Coverage

Hiring Manager:
Miller, Debby

Description:

The firm is seeking bright, hard-working candidates to help accelerate its growth as Portfolio Analysts. The 2009 Analyst Class will be joining a new two-year program designed to attract top performing candidates seeking to gain experience in credit and alternative investments.  Select Analysts will have an opportunity to remain with the firm after the completion of the two-year program. In addition, select Analysts will be offered the opportunity to attend graduate school and return to the firm at the firm’s expense.   

Responsibilities

  •          Due diligence on the firm’s investment ideas
  •          Fundamental credit analysis
  •          Assist in developing investment recommendations
  •          Benchmarking analysis, valuation analysis, and industry research
  •          Coordinate with senior members of the investment staff in performing analysis



Qualifications:

  •             2-3 years post-undergrad experience with superior performance at an investment/corporate bank, or top-tier management consulting firm
  •             An undergraduate degree from a top-tier school
  •         Strong analytical and financial acumen, outstanding modeling skills and solid business judgment.
  •         Excellent organizational, interpersonal, writing and presentation skills.
  •         A strong work ethic with a demonstrated record of achievement. Must be highly motivated, internally driven and able to work efficiently in a fast paced environment.
  •         Ability to work an average of 60 hours per week

Contact: Carolyn Sanchez – CSANCHEZ@HCMLP.COM

Private Equity Analyst - Strategy

# of Positions: 1

Location: Dallas

Department:
Private Equity

Hiring Manager:
Stuart, John

Description:

Highland’s Private Equity Group focuses on opportunistic controlling investments in a wide range of industries.  Highland is regarded as a leader in structuring complex distressed transactions, and pursues an activist approach to corporate turnarounds in the years following the investment.  Highland typically makes controlling investments in companies that have the potential to regain a long-term competitive advantage and build barriers to entry through differentiation of production efficiencies, product quality and service excellence.

Description:


Given Highland’s structure and team makeup, the Strategy Analyst is a pre-MBA position that will serve as the backbone of research and technical strength for the strategy team, and will also operate in a self-driven role dedicated to a domain of portfolio companies and industries.  This is a potentially a Senior Portfolio Analyst track position. 

  • Responsible for driving data and research both in the office and on-site alongside members of private equity and portfolio company management teams on a variety of projects related to portfolio company strategy.
  • Assists in development and implementation of plans related to specific areas of strategic improvement for portfolio companies, including areas such as strategic M&A, market entries and exits, etc.
  • Researches industry best practices and makes recommendations for integration of ideas into portfolio company operations.
  • Assists the transactions team in the execution of investment and sale transactions including due diligence when necessary.
  • Identify attractive industry trends, investment ideas and sourcing strategies, while building a relationship and network in your given industries.

Qualifications:

  • 1-4 years experience at top-tier consulting firm or similar experience specifically in a private equity firm
  • Strong organizational skills with ability to work independently and multi-task in a complex, fast-paced, and deadline-driven environment
  • Bachelor’s degree required from a highly ranked undergraduate university
  • A record of superior academic performance


Contact: Carolyn Sanchez – CSANCHEZ@HCMLP.COM

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